Instuitional Investor - Ptm Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Ptm Wealth Management, Llc
Portfolio Value $188,701,108
Filing Period:
No. Security Ticker Shares Value % Port
1. FNDF 1,051,900 $29,579,428 15.68%
2. BUFF 787,160 $26,424,961 14%
3. XLB 163,405 $22,350,603 11.84%
4.
Ssga Active Etf Tr
471,521 $19,044,752 10.09%
5.
Ishares Tr
157,049 $12,658,152 6.71%